Modern Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Modern Wealth Management’s Portfolio FTGC Stock Details FTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.3M	Buy	+971,639	New	+$27.9M	0.31%	78
2025 Q3	–	Sell	-19,875	Closed	-$490K	–	815
2025 Q2	$490K	Sell	19,875 -760	-4%	-$18.7K	0.01%	484
2025 Q1	$527K	Buy	20,635 +275	+1%	+$6.9K	0.02%	411
2024 Q4	$487K	Buy	20,360 +6,292	+45%	+$149K	0.02%	369
2024 Q3	$333K	Sell	14,068 -875	-6%	-$20.3K	0.02%	324
2024 Q2	$357K	Buy	+14,943	New	+$362K	0.03%	271

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Modern Wealth Management's FTGC Position: Q2 2026 in Review

Modern Wealth Management opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026: 971,639 shares worth $26.3M. The stake represents 0.31% of the portfolio and ranks #78 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in FTGC as recently as Q2 2025.

Modern Wealth Management first reported a position in FTGC in Q2 2024 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Modern Wealth Management held 971,639 shares of First Trust Global Tactical Commodity Strategy Fund worth $26.3M as of Q2 2026.
First Trust Global Tactical Commodity Strategy Fund was a new Modern Wealth Management position in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.31% of Modern Wealth Management's portfolio in Q2 2026, its #78 holding.
Modern Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2024 and has held it in 6 quarters since.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.